Products

For Carriers

Automated Insurance Licensing and Compliance

for Carriers

Vertafore Producer Lifecycle Management helps carriers leverage automation and sophisticated data synchronization technology to increase the speed and accuracy of onboarding processes, licensing and related compliance and producer data management. Our producer lifecycle management solution not only helps you efficiently and effectively manage the administrative tasks required to keep your distribution channel authorized to sell your products, but makes you easier to do business with, so you can achieve both compliance and growth.

Producer Manager™

Easily manage compliance and licensing, producer onboarding and continuing education for your entire organization with the most comprehensive, enterprise level compliance solution.

Synchronized credentials with trusted data sources ensures accuracy of producer data
Our experienced regulatory analysts manage a sophisticated rules engine to keep you ahead of regulatory changes
Comprehensive, automated producer relationship management speeds the licensing process and reduces human errors
Easy integration with your existing distribution management systems maximizes your legacy applications

Producer Express®

Simplify and accelerate the onboarding process with our automated solution for recruiting and retaining top-selling producers.

Automated, online system eliminates paper onboarding forms and ensures data arrives "in good order"
Streamlined back-office workflow via automation improves data accuracy
Integration with existing systems maximizes your data so producer information becomes a part of your platform
Uncomplicated onboarding process makes you easier to do business with

Compliance Express®

Efficiently perform state-required compliance transactions on behalf of all your producers through direct, electronic connections to the states.

Intuitive interface enables fast and easy online electronic licensing and appointing
Accurate producer data decreases submission errors
Experts help you stay on top of ever-changing regulatory requirements

e-PAL™

Access the industry's most powerful source of regulatory expertise and eliminate the hassle of going to each state website to find the information you need.

Single-source, online access to 50-state licensing and securities requirements saves time
Get instant access to updated forms and requirements so you are always up with ever-changing requirements
Access to our expert customer support professionals get your questions answered quickly

Licensing & Registration Services

Take advantage of our flexible outsourcing options that cover all areas of compliance so you can focus on selling business and servicing clients without disruptions.

Best practice compliance process consulting keeps you ahead of the game
Special project assistance (i.e., mergers & acquisitions) helps you meet your compliance needs
Full-service licensing department to handle entire back office lets you focus on taking care of your clients